SEC ownership of VALVOLINE INC

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001674910.

Comparable stake leader

VANGUARD CAPITAL MANAGEMENT LLC

Disclosed value leader

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

30 Jun 2026

Top shareholders Insider holders Latest transactions

Public ticker: VVV on NYSE
Parsed ownership sources: 13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder: VANGUARD CAPITAL MANAGEMENT LLC
Ranking: Comparable ownership first, then disclosed value
Comparable ownership rows: 50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder: VANGUARD CAPITAL MANAGEMENT LLC
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date: 30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer CIK: 0001674910
Issuer location: Lexington, KY

Ownership snapshot

Top shareholders of VALVOLINE INC (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader

VANGUARD CAPITAL MANAGEME...

Disclosed value leader

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

30 Jun 2026

13D/G 13F 3/4/5 Lead comparable stake: 5.3% 13D/G row: VANGUARD CAPITAL MANAGEMENT LLC Showing 1-8 of 50 holder rows.

Quick read

VANGUARD CAPITAL MANAGEMENT LLC leads the comparable SEC ownership view at 5.3%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens VANGUARD CAPITAL MANAGEMENT LLC's linked filing trail.

Comparable ownership Top 5

VANGUARD CAPITAL MANAGEMENT LLC 5.3%

Boston Partners 5.2%

WASATCH ADVISORS LP 4.8%

Manager Vada O 0.01%

Adam C. Worsham 0.01%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows

Holder	Evidence	Ownership %	Position	12M Net Δ	As of
VANGUARD CAPITAL MANAGEMENT LLC	13D/G 13F Vanguard Capital Management · Company 13D/G 13F	5.3%	$225,588,270 6,697,989 shares	$0	31 Mar 2026
Boston Partners	13D/G 13F Company 13D/G 13F	5.2%	$254,615,276 6,597,960 shares	+$9,613,772	30 Jun 2026
WASATCH ADVISORS LP	13F 13D/G Company 13F 13D/G	4.8% from 13D/G	$269,305,583 7,996,009 shares	—	31 Mar 2026
Manager Vada O	3/4/5 Director 3/4/5	0.01%	$441,290 8,870 shares mixed-class rows	—	28 Jan 2026
Adam C. Worsham	3/4/5 SVP, Chief Franchising Officer 3/4/5	0.01%	$259,177 8,044 shares	—	28 Jan 2026
BlackRock, Inc.	13F Company 13F	9.7%	$414,999,309 12,321,832 shares	—	31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC	13F Company 13F	4.5%	$193,706,007 5,751,366 shares	—	31 Mar 2026
WELLINGTON MANAGEMENT GROUP LLP	13F Company 13F	4.5%	$192,089,468 5,703,369 shares	—	31 Mar 2026

How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$884,966.

Buys

$1,405,173

Insiders: 4

Sells

$520,207

Insiders: 2

Net

+$884,966

Shares: +27,300

Window

Last 12 months

4 rolling buckets

Buy value Sell value

Shares: 41,325 Shares: 14,025

Window (months)	Buy shares	Sell shares	Buy value	Sell value	Net value
0-3	14,100	2,851	$450,877	$114,040	+$336,837
3-6	0	7,974	$0	$304,151	-$304,151
6-9	14,500	3,200	$452,790	$102,016	+$350,774
9-12	12,725	0	$501,506	$0	+$501,506

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 31 reporting-owner rows connected to VALVOLINE INC. Open a relationship link for the CIK-to-CIK filing trail.

Rows

Largest Forms 3/4/5 holder

Samuel J. Mitchell

Net 12M change

+$884,965

Latest report

23 Jul 2026

Name	Relationship	Holdings Value	Past Year Net Change	Change %	Valuation	Report Date
Samuel J. Mitchell	Chief Executive Officer, Director	$16,777,150			Mixed	29 Nov 2022
Mary E. Meixelsperger	Chief Financial Officer	$6,734,402			Mixed	29 Nov 2024
Lori Ann Flees	President & CEO, Director	$4,243,662	+$138,690	+3.4%	Mixed	23 Jul 2026
Heidi J. Matheys	SVP, Chief Commercial Officer	$1,277,898			Mixed	11 May 2023
J. Kevin Willis	Chief Financial Officer	$1,227,063	+$1,133,606	+1213%	Mixed	02 Jun 2026
Julie Marie O'Daniel	Chief Legal Officer	$1,039,402	-$268,244	-21%	Mixed	20 Feb 2026
Jonathan L. Caldwell	Chief People Officer	$1,017,650	-$251,964	-20%	Mixed	25 Jun 2026
Robert Travis Dobbins	Chief Technology Officer	$806,550			Mixed	28 Feb 2025
Craig A. Moughler	Senior Vice President	$780,825			Mixed	19 Nov 2021
Thomas A. Gerrald II	Senior Vice President and CSCO	$754,620			Mixed	21 Feb 2023
Linne Fulcher	Chief Operating Officer	$673,021			Mixed	28 Nov 2025
Richard J. Freeland Under Power	Director	$671,545	+$100,347	+18%	Mixed	14 May 2026
Jamal K. Muashsher	SVP and Pres., Global Products	$585,146			Mixed	17 Nov 2022
Stephen F. Kirk	Director	$538,307			Mixed	30 Jun 2022
Stephen E. Macadam	Director	$509,041			Mixed	25 Jan 2023
Patrick Pacious	Director	$461,651			Mixed	28 Jan 2026
Manager Vada O	Director	$441,290			Mixed	28 Jan 2026
Dione Sturgeon	Chief Accounting Officer	$395,911			Mixed	27 Feb 2026
Michael S. Ryan	Chief Accounting Officer	$283,993			Mixed	22 Nov 2022
Adam C. Worsham	SVP, Chief Franchising Officer	$259,177			Mixed	28 Jan 2026

Recent insider transactions for VALVOLINE INC

Showing up to 300 recent insider transactions from the last 12 months.

Insider	Symbol	Class	Transaction	%	SEC-reported value	SEC-reported price	Shares	Shares owned	Date	Ownership
Lori Ann Flees	VVV	Deferred Stock Units	Award	0.16%			25	15,628	23 Jul 2026	Direct
Scott Mezvinsky	VVV	FY 2026 Restricted Stock Units	Award				1,810	1,810	22 Jul 2026	Direct
Katherine Irene Fogertey	VVV	FY 2026 Restricted Stock Units	Award				1,810	1,810	22 Jul 2026	Direct
Lori Ann Flees	VVV	Deferred Stock Units	Award	0.16%			25	15,602	09 Jul 2026	Direct
Lori Ann Flees	VVV	Deferred Stock Units	Award	0.15%			24	15,577	25 Jun 2026	Direct
Jonathan L. Caldwell	VVV	Common Stock	Sale	-12%	$114,040	$40.00	-2,851	20,918	25 Jun 2026	Direct
Lori Ann Flees	VVV	Deferred Stock Units	Award	0.16%			25	15,553	11 Jun 2026	Direct
J. Kevin Willis	VVV	Common Stock	Tax liability	-4.83%			-1,768	34,833	02 Jun 2026	Direct
J. Kevin Willis	VVV	Common Stock	Options Exercise	11.8%			3,876	36,601	02 Jun 2026	Direct
J. Kevin Willis	VVV	FY 2025 Restricted Stock Units	Options Exercise	-33.3%			-3,876	7,754	02 Jun 2026	Direct
Lori Ann Flees	VVV	Deferred Stock Units	Award	0.18%			28	15,528	28 May 2026	Direct
Jennifer Lynn Slater	VVV	Common Stock	Purchase		$32,530	$32.53	1,000	1,000	15 May 2026	Direct
Lori Ann Flees	VVV	Deferred Stock Units	Award	0.19%			30	15,500	14 May 2026	Direct
J. Kevin Willis	VVV	Common Stock	Purchase	44%	$318,000	$31.80	10,000	32,725	14 May 2026	Direct
Richard Joseph Freeland	VVV	Common Stock	Purchase	23.8%	$100,347	$32.37	3,100	16,112	14 May 2026	Direct
Lori Ann Flees	VVV	Deferred Stock Units	Award	0.38%			58	15,470	30 Apr 2026	Direct
Lori Ann Flees	VVV	Deferred Stock Units	Award	0.19%			29	15,412	02 Apr 2026	Direct
Jordan M. Denny	VVV	Common Stock	Tax liability	-31.4%			-1,195	2,615	01 Apr 2026	Direct
Jordan M. Denny	VVV	Common Stock	Options Exercise	1327%			3,543	3,810	01 Apr 2026	Direct
Jordan M. Denny	VVV	Restricted Stock Units	Options Exercise	-33.3%			-3,543	7,087	01 Apr 2026	Direct
Lori Ann Flees	VVV	Deferred Stock Units	Award	0.19%			29	15,383	19 Mar 2026	Direct
Lori Ann Flees	VVV	Deferred Stock Units	Award	0.18%			27	15,354	05 Mar 2026	Direct
Jonathan L. Caldwell	VVV	Common Stock	Sale	-10.1%	$100,570	$37.54	-2,679	23,769	03 Mar 2026	Direct
Jonathan L. Caldwell	VVV	Common Stock	Sale	-3.58%	$37,354	$38.00	-983	26,448	02 Mar 2026	Direct
Jonathan L. Caldwell	VVV	Common Stock	Tax liability	-18.4%			-6,198	27,431	02 Mar 2026	Direct
Jonathan L. Caldwell	VVV	Common Stock	Options Exercise	35.9%			8,877	33,629	02 Mar 2026	Direct
Jonathan L. Caldwell	VVV	FY 2017 Stock Appreciation Right	Options Exercise	-100%			-8,877	0	02 Mar 2026	Direct
Dione Sturgeon	VVV	Common Stock	Tax liability	-1.49%			-104	6,866	27 Feb 2026	Direct
Dione Sturgeon	VVV	Common Stock	Options Exercise	4.29%			287	6,970	27 Feb 2026	Direct
Dione Sturgeon	VVV	Restricted Stock Units	Options Exercise	-100%			-287	0	27 Feb 2026	Direct
Julie Marie O'Daniel	VVV	Common Stock	Sale	-19.3%	$166,228	$38.55	-4,312	17,979	20 Feb 2026	Direct
Julie Marie O'Daniel	VVV	Common Stock	Tax liability	-34%			-11,498	22,291	20 Feb 2026	Direct
Julie Marie O'Daniel	VVV	Common Stock	Options Exercise	87.9%			15,810	33,789	20 Feb 2026	Direct
Julie Marie O'Daniel	VVV	FY 2020 Stock Appreciation Rights	Options Exercise	-100%			-15,810	0	20 Feb 2026	Direct
Lori Ann Flees	VVV	Deferred Stock Units	Award	0.16%			25	15,327	19 Feb 2026	Direct
Lori Ann Flees	VVV	Deferred Stock Units	Award	0.17%			26	15,302	05 Feb 2026	Direct
Jennifer Lynn Slater	VVV	FY 2026 Restricted Stock Units	Award				4,300	4,300	28 Jan 2026	Direct
Chris Carr	VVV	FY 2026 Restricted Stock Units	Award				4,300	4,300	28 Jan 2026	Direct
Carol H. Kruse	VVV	FY 2026 Restricted Stock Units	Award				4,300	4,300	28 Jan 2026	Direct
Janet S. Wong	VVV	FY 2026 Restricted Stock Units	Award				4,300	4,300	28 Jan 2026	Direct
Patrick Pacious	VVV	Common Stock	Options Exercise	65.3%			3,750	9,490	28 Jan 2026	Direct
Patrick Pacious	VVV	FY 2026 Restricted Stock Units	Award				4,300	4,300	28 Jan 2026	Direct
Patrick Pacious	VVV	FY 2025 Restricted Stock Units	Options Exercise	-100%			-3,750	0	28 Jan 2026	Direct
Manager Vada O	VVV	Common Stock	Options Exercise	73.2%			3,750	8,870	28 Jan 2026	Direct
Manager Vada O	VVV	FY 2025 Restricted Stock Units	Options Exercise	-100%			-3,750	0	28 Jan 2026	Direct
Gerald Evans	VVV	FY 2026 Restricted Stock Units	Award				4,300	4,300	28 Jan 2026	Direct
Richard Joseph Freeland	VVV	FY 2026 Restricted Stock Units	Award				4,300	4,300	28 Jan 2026	Direct
Charles M. Sonsteby	VVV	FY 2026 Restricted Stock Units	Award				4,300	4,300	28 Jan 2026	Direct
Lori Ann Flees	VVV	Deferred Stock Units	Award	0.19%			29	15,276	22 Jan 2026	Direct
Lori Ann Flees	VVV	Deferred Stock Units	Award	0.2%			31	15,247	08 Jan 2026	Direct

^* marks a reported price that did not pass the local price check.